New Customer Onboarding Process (45 Days Observation Policy)
π New Customer Onboarding Process (45 Days Observation Policy)
π― Purpose
To ensure smooth onboarding, proper system adoption, and effective training for new customers within a structured 45-day observation period.
π Policy
- π¨βπ» Each new customer will be assigned one dedicated support engineer for 45 days
- π The engineer will handle onboarding, training, follow-ups, and progress tracking
ποΈ Observation Process Timeline
π Day 1 β Installation & Initial Training
π If Excel Data is Available:
- β
Class activation
- π₯ Student import
- βοΈ Student entry & modification
- π° Fee settings
π οΈ If Excel Data is Not Available:
- βοΈ School settings
- π§Ύ Class fee structure
- π Activation
- βοΈ Student entry & modification
π Day 5 β Follow-up
- π Check student entry progress
π° Begin Fee Module Training:
- β
Fee structure verification
- π Installment process
- β° Bell timing setup
π§Ύ Day 10 β Feedback & Review
- π¨βπ Student Module
- π° Fee Module
- π Transport Module
- π Bell Module
π Day 25 β Advanced Modules
- π Exam Module
- π« CBSE Exam Module
π Day 45 β Completion & Handover
- β
Completion of all remaining modules
- π€ Final handover discussion
- π’ Official communication to school management
β οΈ Important Notes
π¨ Inform management immediately if:
- β Accountant is not responding
- β³ C/O is not responding
- π« Customer has not attended training
π Action Required
β° Set reminders for all milestones:
Day 1
Day 5
Day 10
Day 25
Day 45
π Ensure proper follow-ups and documentation via ticket at each stage.